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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,516 | $73,839+125.5% | $143,788+15.8% | $68,495+143.1% |
| Participation rate | 86.1% | 66.7%+19.5pp | 80.3%+5.8pp | 67.9%+18.2pp |
| Annual return | -10.76% | 1.01%-11.8pp | -0.03%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $4,466 | $3,184+40.3% | $4,952-9.8% | $2,596+72.0% |
| Participant deferral / active EE | $4,964 | $3,384+46.7% | $5,638-12.0% | $4,028+23.2% |
| Admin fee / account holder | $31,495 | $5,755+447.3% | $14,675+114.6% | $5,403+482.9% |